Channel Wealth, Llc
- Regulatory AUM
- $851M
- Discretionary
- $841M
- Clients
- 2,019
- Avg AUM / client
- $421K
- Accounts
- 2,019
- Employees
- 17
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 07, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,132 | $174M | 20.5% |
| High net worth individuals | 842 | $633M | 74.4% |
| Pension and profit sharing plans | 21 | $8.9M | 1.04% |
| Charitable organizations | 11 | $23.4M | 2.75% |
| Corporations and other businesses | 13 | $11.2M | 1.32% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Community West Bancshares & Subsidiaries Employees' 401(k) Profit Sharing Plan Community West Bancshares | 2024 | |
| Skate One Corp 401(k) Plan Skate One Corp | 2024 | |
| American Battery Solutions 401(k) Plan American Battery Solutions, Inc. | 2024 | |
| Beyond Finance, Llc 401(k) Plan Beyond Finance, Llc | 2024 | |
| Beehive Industries Llc Retirement Plan Beehive Industries Llc | 2024 | |
| American Riviera Bank 401(k) Profit Sharing Plan And Trust American Riviera Bank | 2024 |
People (10)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Brett Edward Weichbrod | Partner | Sep 2022 (4y) | 10% – 25% | |
| Christian Randolph Snowden | Partner | Sep 2022 (4y) | 25% – 50% | |
| Justin Robert Anderson | Partner | CFP | Sep 2022 (4y) | 25% – 50% |
| Justin Thoreau Pollack | Partner | Sep 2022 (4y) | 5% – 10% | |
| Maxwell Joel Phillips | Partner | Sep 2022 (4y) | 10% – 25% | |
| Eldridge, Michelle, Lea | Chief Compliance Officer | Sep 2023 (3y) | Less than 5% | |
| Ross L Anderson | Registered representative | CFP | Oct 2022 (4y) | |
| Maria Guadalupe Vallejo Meza | Registered representative | Feb 2024 (2y) | ||
| Joseph Reeves O'flaherty | Registered representative | Jan 2025 (2y) | ||
| Awni Ming Resurreccion Broughton | Registered representative | May 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (6)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Community West Bancshares & Subsidiaries Employees' 401(k) Profit Sharing Plan | Community West Bancshares | 0 | $0 | 01/01/2024 |
| Skate One Corp 401(k) Plan | Skate One Corp | 92 | $6.8M | 01/01/2024 |
| American Battery Solutions 401(k) Plan | American Battery Solutions, Inc. | 289 | $13.1M | 01/01/2024 |
| Beyond Finance, Llc 401(k) Plan | Beyond Finance, Llc | 2,366 | $39.7M | 01/01/2024 |
| Beehive Industries Llc Retirement Plan | Beehive Industries Llc | 216 | $9.6M | 01/01/2024 |
| American Riviera Bank 401(k) Profit Sharing Plan And Trust | American Riviera Bank | 132 | $19.2M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/07/2026 | 907 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Other fees
- • FINANCIAL PLANNING AND CONSULTING
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $816M (96% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 07, 2026.
View current Form ADV (SEC/IAPD) ↗